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Trust Operations Lead Specialist
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-01-12
Listing for:
Associated Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Compliance
Job Description & How to Apply Below
*** Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
*** As the Trust Operations Lead, you will serve as the department’s subject matter expert and primary operational contact. You’ll guide daily workflow, strengthen team expertise through training, and enhance procedures to support accuracy, efficiency, and regulatory compliance.
This role offers the opportunity to influence operational improvements and mentor colleagues across the Trust Operations team.###
** Key Accountabilities**
* ** Lead
* * daily Trust Operations workflow, ensuring all tasks are completed accurately and on time.
* ** Mentor
* * colleagues through training, cross-training, and knowledge development to strengthen team expertise.
* ** Analyze
* * processes and recommend updates that enhance efficiency, compliance, and alignment with Trust Company goals.
* ** Coordinate
* * and oversee departmental projects, maintaining awareness of system updates and regulatory changes.
* ** Research
* * escalated or unique operational issues and partner with trust administration and management to resolve them.
* ** Update
* * and maintain procedures to support productivity, accountability, and audit/compliance requirements.
* ** Review
* * and address exception reporting, applying sound judgment to ensure proper resolution.
* ** Support
* * internal and external audits by providing expertise on Trust systems and operational processes.###
** Education & Experience
***
* Required:
*** Associate degree in Business or Accounting (or equivalent experience).
* 3+ years of experience in trust, investments, finance, or accounting.
** Preferred:
*** Bachelor’s degree in Business or Accounting (or equivalent experience).
* 4+ years of experience specifically in trust or investments.###
** Why You’ll Love Working Here
** At Associated Bank, you’ll join a collaborative team committed to delivering exceptional service and operational excellence. We support your growth through continuous learning, mentorship, and opportunities to lead impactful projects.
** Apply today to take the next step in your Trust Operations career.
**** In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
*** Retirement savings including both 401(k) and Pension plans.
* Paid time off to volunteer in your community.
* Opportunities to connect with others through our diversity-focused
Colleague Resource Groups.
* Competitive salaries with professional development and advancement opportunities.
* Bonus benefits including well-being programs and incentives, parental leave,an employee stock purchase plan, military benefits and much more.
* Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.
Join our community on,and.
** Compliance Statement
** Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as…
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